Filed February 26, 2007 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $975,438 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 400 SOUTHPOINTE BOULEVARD PLAZA I · CANONSBURG, PA 15317 | Advisory (Plan) | $569,605 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 800 NORTH GLEBE ROAD FL 10 · ARLINGTON, VA 22203 | Consulting | $115,000 |
RSM US LLP2 years Filed as: MCGLADREY & PULLEN Service code 16 31020 WELLONS BLVD · NEW BERN, NC 28562 | Consulting | $65,139 |
VERRILL DANA LLP5 years Service code 16 · EIN 01-0176171 ONE PORTLAND SQUARE, UNION ST · PORTLAND, ME 04101 | Consulting | $35,510 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 6525 MORRISON BOULEVARD, STE 500 · CHARLOTTE, NC 28211 | Accounting | $24,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,647 | $96,393-0.8% | $130,231-26.6% | $96,393-0.8% |
| Participation rate | 91.2% | 71.3%+19.9pp | 76.3%+14.9pp | 71.3%+19.9pp |
| Annual return | 21.45% | 22.88%-1.4pp | 38.77%-17.3pp | 22.88%-1.4pp |
| Employer contribution / active EE | $4,002 | $3,238+23.6% | $4,126-3.0% | $3,238+23.6% |
| Participant deferral / active EE | $9,463 | $5,455+73.5% | $6,799+39.2% | $5,455+73.5% |
| Admin fee / account holder | $55 | $74-25.5% | $6,020-99.1% | $74-25.5% |